Welcome to the Delta Capita
Healthcheck

Context: The client was uncertain of the primary cause of their CLM challenges and required a healthcheck to identify the root cause of the issue, rather than the symptom.

Approach: Delta Capita conducted a tailored, short duration Healthcheck to validate current processes, identify underlying issues and create a plan for successful delivery of the organisation’s CLM strategy.

Outcome: The team delivered a final report including key findings, challenges, and recommendations, with tangible and time-bound actions to ensure successful execution of the Client’s strategy.

Delta Capita evaluated three leading CLM vendor platforms to support the client’s strategic onboarding and refresh solution, refining the assessment process with targeted questions to enhance requirements. Beyond the proof of concept, Delta Capita provided expert guidance on optimizing the end-to-end CLM process and architecture.

The client’s inefficient and fragmented onboarding system caused delays, inconsistent data, manual processes, and poor customer experiences, creating an urgent need for automation. Delta Capita assessed the current operating model, defined key requirements, and designed a future-state model that streamlined operations across five regions and 32 jurisdictions.

The client required simplified compliance to support future expansion into new jurisdictions. Delta Capita assessed the technological, operational, and policy changes needed to deliver a streamlined CLM solution, enhancing the customer onboarding process with a centralised portal. The team then configured a platform aligned with the client’s broader ambitions and strategic goals.

The client required simplified compliance to support future expansion into new jurisdictions. Delta Capita assessed the technological, operational, and policy changes needed to deliver a streamlined CLM solution, enhancing the customer onboarding process with a centralised portal. The team then configured a platform aligned with the client’s broader ambitions and strategic goals.

The client aimed to expand their client base and enhance customer experience but faced disjointed onboarding processes, unclear roles, and misaligned governance. Delta Capita optimized target processes, restructured governance, introduced Client Manager roles, clarified responsibilities, and streamlined documentation by centralising it, reducing internal email traffic. Client welcome packs were also introduced to improve the onboarding experience.

The client, preparing to replace their global CLM system, engaged Delta Capita to review the current state, assess business readiness, and identify gaps before technology implementation. Delta Capita conducted a requirements analysis and evaluated CLM vendor solutions, providing tailored recommendations for effective business transformation.